Updated: 01/23/2025 | Views: 81
Access the All Patients report to help increase practice efficiency. Quickly identify patients with missing information or needing follow-up, and analyze patient distribution to identify trends.
Note: To access the All Patients report in the Desktop Application (PM), review Navigate All Patients Report.
Access All Patients Report
- Hover over the Analytics icon and click Patients. The All Patients report page opens.
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Navigate All Patients Report
The All Patients report can be customized to include specific data and how the data displays.
Note: Customization of the report does not automatically save. Once a user navigates away from the report, the default report view displays when the report is accessed again. To save the customization, use the Create New Report feature to save the report as a new customized report.
- Search: Click the search icon to search for specific report data.
- Refresh Data: Click the refresh icon to refresh the report data as necessary.
- Table Filters: By default, all active patients display.
Note: For practices that exceed the maximum number of total records for a report, it is recommended to add filters to effectively utilize the search, sort, group, aggregation, and export report features.
- To filter by specific criteria, click the filter icon and add the appropriate filter(s) (e.g., Patient Age, Referral Source, Default Rendering Provider).
- To remove a filter, click X.
- Table Configuration: Click the gear icon to adjust the table density (e.g., Compact, Standard, Comfortable) and/or manage the table columns to hide/show a column.
- Table Actions: Click to export the report to CSV or Excel, create a new report, or to save or delete a customized report.
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- Columns: Customize the report to only display specific columns and in the preferred order. Available options depend on the column data.
Note: Data grouping and aggregation does not save when creating a new report.
- To reorder the columns, click the column header then drag and drop in the preferred order.
- To sort by ascending or descending, hover over the column header and click the arrow.
- To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s).
- To sort, unsort, hide or manage columns, hover over the column header and click the more options icon.
- To group all records by a specific column, hover over the column header and click the more options icon. Then, select Group by (column name).
Note: Once applied, an additional column displays with the grouping.
- To aggregate a column by size (count), sum, average, etc., hover over the column header and click the more options icon. Then, select the appropriate option from the Aggregation drop-down menu.
Note: Once applied, values display at the footer of the report table and at the group level when grouping data.
- Patient Summary: Displays information such as the patient ID number, status, patient name, patient date of birth, age, sex, marital status, etc. Scroll as necessary to view more information.
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